Trump said Monday that he has cut a deal with chipmaker Nvidia, allowing it to sell certain artificial intelligence chips to China in exchange for a cut of the revenue, which would go to the U.S. government. Trump said he also negotiated a similar deal with chipmaker Advanced Micro Devices (AMD).

Analysts fear Trump’s 15% cut of China chip sales could drive Chinese developers into the arms of Huawei. Welcome to AI Decoded, Fast Company’s weekly newsletter that breaks down the most important news in the world of AI.

Nvidia struck a surprising deal after convincing the president that H20 chips aren’t a national security risk. But whether the reversal is good or bad depends on who you ask.